Do you have a plan for what would happen to your family, business and employees if you were to suddenly pass away? Estate planning is an essential part of the financial planning process. It can help you protect your assets, minimize your tax burden and make sure that your wishes are carried out well after your passing. By setting up a plan, you can make sure that your heirs receive the maximum benefit from your estate and that your business (and all of your employees) can continue to run even without you being there any longer. So, in this episode, Tom will be sharing how to set your business and your estate up for success in the unlikely and unfortunate event that you pass away unexpectedly.
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
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